Market News

Commodity and industrial market news — prices, production, trade and regulation — with expert analysis

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| Trade Policy & Macro

Thai agencies sign MOU linking farm data, FTA rules and trade finance

Thailand's Office of Agricultural Economics, the Department of Trade Negotiations and EXIM Bank have signed a memorandum of understanding to combine production statistics, tariff-preference expertise and export financing. The aim is to help farmers and agri-food exporters claim benefits under existing free trade agreements and prepare for the effects of further liberalisation. The agreement was signed at the closing of the fourth FTA Club cohort, according to Bangkok Biznews.

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Yusuf Demir
Senior Trade Policy Analyst
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| Agriculture: Crops & Grains

USDA sees Ukraine's sunflower crop back at 13 million tonnes in 2026/27, oilseed crush at 16.9 million

The US Department of Agriculture projects Ukraine's sunflower seed production recovering to 13 million tonnes in 2026/27 from 10.7 million tonnes, a gain of about 21.5%. Total oilseed crush in the country is forecast at 16.9 million tonnes, with domestic sunflower seed use at 12.775 million tonnes. World sunflower output is seen at 63.65 million tonnes against 55.17 million a season earlier.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

South African sugar cane growers hit by labour shortage as migrant workers leave

Sugar cane farmers in South Africa face a shortage of harvest labour after migrant workers left farming districts amid anti-migrant sentiment and crackdowns. Cane is still cut largely by hand, so the loss of experienced crews feeds straight through to delivery volumes, cane quality and mill throughput.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Trump administration removes federal emissions limits for US power plants

The Trump administration has repealed the 2024 federal framework for reducing greenhouse-gas emissions from US power generation. The decision improves near-term operating conditions for coal- and gas-fired plants but creates new regulatory and legal uncertainty for utilities and low-carbon projects.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Vietnam targets $500 million in tilapia exports by 2030 as brackish-water farming opens sashimi segment

Vietnam's tilapia exports reached $69 million in the first half of 2026, up 67% year-on-year, according to VASEP. The association sees export turnover of $250–350 million by 2030, or $500 million if a large-scale integrated production chain is built. Brackish-water farming is positioned as the differentiator for sushi- and sashimi-grade output.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Malaysia shifts pepper strategy from output growth to quality, adds 750 hectares of premium planting

Malaysia's pepper industry should move away from chasing higher production volumes and focus on high-quality, high-value output, Noraini said in remarks reported by Bernama from Betong on 17 September. Under the Pepper Planting Sustainability Programme, the government plans to expand premium pepper cultivation by 750 hectares, in addition to managing 800 hectares.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Bangladesh paddy prices fall to Tk650-750 per maund as fertiliser costs stay high

Bangladeshi farmers are selling paddy at Tk650-Tk750 per maund, against Tk1,000-Tk1,200 a year earlier, according to The Daily Observer. With fertiliser prices still elevated, many growers say the crop no longer covers its cultivation cost, shifting margin down the chain to millers and traders.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Indian pepper prices firm as festival demand rises and domestic output falls

Indian black pepper prices remain elevated as festival buying increases and poor rainfall weighs on domestic production. Imports, led by Sri Lankan shipments, are filling the supply gap, although currency movements have made imported pepper more expensive.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Egypt's strawberry output reaches about 502,000 tonnes a year

Egyptian outlet banker.news puts national strawberry production at roughly 502,000 tonnes a year and describes the crop as one of the country's leading export fruits. Exporters are relying on quality upgrades, compliance with importing-market requirements and new freezing capacity to sell beyond the fresh season. China is named as an important buyer of Egyptian frozen strawberries.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Peru becomes ninth-largest global exporter of preserved olives as 2025 shipments hit $100.8 million

Peruvian olive exports reached US$100.8 million on 56,300 tonnes in 2025, the highest in five years, according to Midagri figures reported by agraria.pe. Peru ranked ninth worldwide and second in Latin America after Mexico in prepared or preserved olives, with production of 305,300 tonnes concentrated in Tacna.

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Isabella Romano
Lead Food & Beverage Analyst
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